Kahn Brothers Group
Latest statistics and disclosures from Kahn Brothers Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are C, BAYRY, FLG, DIS, GOOG, and represent 52.38% of Kahn Brothers Group's stock portfolio.
- Added to shares of these 5 stocks: Z (+$23M), OGN (+$11M), SEG (+$6.6M), MBI (+$6.1M), CMCSA.
- Started 1 new stock position in Z.
- Reduced shares in these 10 stocks: MRK (-$24M), BP (-$20M), SEB (-$8.0M), C, GOOG, BAYRY, PFE, BMY, WBS, DIS.
- Sold out of its positions in AXP, AR, BN, NAVI, NVDA, WBS, AGO.
- Kahn Brothers Group was a net seller of stock by $-30M.
- Kahn Brothers Group has $564M in assets under management (AUM), dropping by -0.11%.
- Central Index Key (CIK): 0001039565
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Portfolio Holdings for Kahn Brothers Group
Kahn Brothers Group holds 48 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Citigroup (C) | 16.9 | $95M | -4% | 841k | 113.41 |
|
| Bayer (BAYRY) | 13.3 | $75M | -3% | 6.5M | 11.48 |
|
| New York Cmnty Bancorp (FLG) | 9.5 | $54M | -2% | 4.1M | 13.17 |
|
| Walt Disney Company (DIS) | 6.5 | $37M | -3% | 379k | 96.38 |
|
| Alphabet Inc Class C cs (GOOG) | 6.2 | $35M | -9% | 122k | 286.86 |
|
| Seaboard Corporation (SEB) | 5.9 | $33M | -19% | 5.9k | 5654.02 |
|
| Organon & Co (OGN) | 5.9 | $33M | +52% | 5.5M | 5.99 |
|
| BP (BP) | 5.2 | $29M | -40% | 622k | 47.00 |
|
| Merck & Co (MRK) | 4.8 | $27M | -47% | 227k | 120.29 |
|
| Zillow Group Inc Cl C Cap Stk (Z) | 4.0 | $23M | NEW | 545k | 41.38 |
|
| Seaport Entmt Group (SEG) | 3.4 | $19M | +52% | 893k | 21.48 |
|
| Patterson-UTI Energy (PTEN) | 3.2 | $18M | -2% | 1.7M | 10.83 |
|
| IDT Corporation (IDT) | 3.2 | $18M | -4% | 373k | 49.10 |
|
| Pfizer (PFE) | 2.4 | $14M | -12% | 485k | 28.08 |
|
| Mbia (MBI) | 2.2 | $12M | +99% | 2.1M | 5.91 |
|
| Bristol Myers Squibb (BMY) | 1.8 | $10M | -15% | 170k | 60.65 |
|
| GSK (GSK) | 1.6 | $8.9M | -9% | 161k | 55.19 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $3.1M | -9% | 18k | 169.66 |
|
| Genie Energy Ltd-b cl b (GNE) | 0.4 | $2.5M | -8% | 175k | 14.14 |
|
| Novartis (NVS) | 0.4 | $2.0M | -2% | 13k | 152.75 |
|
| Fairfax Financial Holdings Lim (FRFHF) | 0.3 | $1.7M | 1.0k | 1698.67 |
|
|
| CSX Corporation (CSX) | 0.3 | $1.5M | -2% | 37k | 41.05 |
|
| First National Bank Alaska (FBAK) | 0.3 | $1.5M | 4.9k | 299.00 |
|
|
| Tourmaline Oil (TRMLF) | 0.2 | $1.3M | 27k | 47.71 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $829k | -18% | 2.8k | 294.16 |
|
| Apple (AAPL) | 0.1 | $785k | 3.1k | 253.79 |
|
|
| Microsoft Corporation (MSFT) | 0.1 | $774k | -12% | 2.1k | 370.17 |
|
| Peyto Expl & Dev (PEYUF) | 0.1 | $610k | 31k | 19.48 |
|
|
| Haleon Plc Spon Ads (HLN) | 0.1 | $565k | -13% | 56k | 10.01 |
|
| SEI Investments Company (SEIC) | 0.1 | $518k | 6.6k | 78.47 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $461k | -9% | 9.5k | 48.75 |
|
| Chevron Corporation (CVX) | 0.1 | $404k | -2% | 2.0k | 206.90 |
|
| Deutsche Bank Ag-registered (DB) | 0.1 | $298k | 10k | 29.78 |
|
|
| International Business Machines (IBM) | 0.1 | $298k | 1.2k | 242.39 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $285k | -20% | 3.5k | 80.95 |
|
| Verizon Communications (VZ) | 0.1 | $285k | -30% | 5.7k | 50.20 |
|
| Pepsi (PEP) | 0.0 | $280k | 1.8k | 155.29 |
|
|
| PNC Financial Services (PNC) | 0.0 | $279k | -40% | 1.3k | 208.09 |
|
| Antero Midstream Corp antero midstream (AM) | 0.0 | $269k | -37% | 12k | 22.80 |
|
| Procter & Gamble Company (PG) | 0.0 | $268k | 1.9k | 144.44 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $265k | 2.3k | 114.99 |
|
|
| Orange County Ban (OBT) | 0.0 | $256k | 8.0k | 31.98 |
|
|
| Pine Cliff Energy F (PIFYF) | 0.0 | $253k | 520k | 0.49 |
|
|
| Windrock Ld Co Com St (WRLC) | 0.0 | $252k | -5% | 537.00 | 469.00 |
|
| Zedge Inc cl b (ZDGE) | 0.0 | $228k | -5% | 78k | 2.93 |
|
| Comcast Corporation (CMCSA) | 0.0 | $206k | +2% | 7.2k | 28.71 |
|
| Rafael Hldgs (RFL) | 0.0 | $73k | 59k | 1.25 |
|
|
| Tphgreenwich Trust Uni | 0.0 | $0 | 167k | 0.00 |
|
Past Filings by Kahn Brothers Group
SEC 13F filings are viewable for Kahn Brothers Group going back to 2011
- Kahn Brothers Group 2026 Q1 filed May 8, 2026
- Kahn Brothers Group 2025 Q4 filed Feb. 12, 2026
- Kahn Brothers Group 2025 Q3 filed Nov. 12, 2025
- Kahn Brothers Group 2025 Q2 filed Aug. 14, 2025
- Kahn Brothers Group 2025 Q1 filed May 15, 2025
- Kahn Brothers Group 2024 Q4 filed Feb. 14, 2025
- Kahn Brothers Group 2024 Q3 filed Nov. 13, 2024
- Kahn Brothers Group 2024 Q2 filed Aug. 14, 2024
- Kahn Brothers Group 2024 Q1 filed May 15, 2024
- Kahn Brothers Group 2023 Q3 filed Nov. 13, 2023
- Kahn Brothers Group 2023 Q2 filed Aug. 9, 2023
- Kahn Brothers Group 2023 Q1 filed May 12, 2023
- Kahn Brothers Group 2022 Q4 filed Feb. 15, 2023
- Kahn Brothers Group 2022 Q3 filed Nov. 15, 2022
- Kahn Brothers Group 2022 Q2 filed Aug. 10, 2022
- Kahn Brothers Group 2022 Q1 filed May 2, 2022